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IRS will not except form 8965 must have form 8962

unable to fill out form 8962 assistance requested
1 Reply
Level 15

IRS will not except form 8965 must have form 8962

The 8962 is populated automatically if you enter the 1095-A in the Health Insurance tab ...

Log back into your return by clicking on “Visit My Tax Timeline”

>>> click on "add a state" to open the tax file

>>> click on the Health Insurance tab to enter the 1095-A information and complete the 8962 questions.


Here is how to enter your information for 1095-A form:

• Under the Personal tab, select the Health Insurance section of TurboTax.

• When asked, Did you have health insurance coverage in 2015?, select that you had health insurance coverage all year (since this was your situation), and Continue.

• When asked, Was anyone enrolled in a plan from a Marketplace?, select Yes.

• When asked, What type of plan were you enrolled in?, select Obamacare plan (1095-A), and then Continue.

• Follow the prompts to enter your 1095-A.


>>> click on the Review tab and fix any errors if needed

>>> click on My Account > Print center > save a fresh PDF of the return

>>> print off the form 1040 & 8962

>>>   send the   signed   page 2 of the form 1040 (if they asked for it) , the 1095-A & the 8962 as directed in the letter on page 2


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